A.I.M. Users Bulletin Board

[OldAIMGuy]

Report through May..................

Portfolio             From High     YTD       Year over Year 
 10 Stock Sandbox      -1.30%      +4.35%        +7.06% 
 Retirement acct UBA*  -2.53%      -0.14%        +4.88% 
 10 Sector US ETFs     -3.19%      +2.11%       +10.65% 
 Ex-US Style ETFs      -4.17%      +0.27%        +7.82% 
  
 * "Ultimate Buy and AIM strategy  
 https://paulmerriman.com/the-ultimate-buy-and-hold-strategy-2017/  
 Based on the Buy/Hold Merriman model

It's been tough sledding since the start of the year and the market high
near the start of February. The last month or so has had little trading
opportunity in the ETF portfolios but some reasonable trades in the
Sandbox. I find it interesting that the least diversified portfoilio
(Sandbox) has done best since the start of the year and also from the
market high. The most diversified (UBA balanced global portf) didn't hold
up all that well. For the YOY period the 10 U.S. Equal Weight Sectors ETF
portfolio stands out. Last year's hottest performing portfolio, Ex-US ETFs,
has had a cold since the market high.